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LSVQX vs WCMFX
LSVQX vs WCMFX Comparison
Open Charts LSVQX vs WCMFX
LSV Small Cap Value Institutional
Price$19.54
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets569.49M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
LSVQX vs WCMFX Comparison Chart in %
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LSVQX vs. WCMFX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVQX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 569M vs. WCMFX (22M). LSVQX pays higher dividends than WCMFX: LSVQX (1.64) vs WCMFX (0.00). LSVQX was incepted earlier than WCMFX: LSVQX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LSVQX (0.85). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LSVQX (100000) and WCMFX (100000) have matching initial minimum investment requirements. LSVQX annual gain was more profitable for investors over the last year : 3.95 vs. WCMFX (-18.45). LSVQX return over 5 years is better than : 91.11 vs. WCMFX (25.14).
| LSVQX | WCMFX | LSVQX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.954 | -4.841 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 22M | 2,586% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 3.95 | -18.45 | -21% |
| Returns for 3 years | 38.91 | 20.13 | 193% |
| Returns for 5 years | 91.11 | 25.14 | 362% |
| Returns for 10 years | 79.13 | N/A | - |
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